Fund Details
Aditya Birla Sun Life Focused Equity Fund Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 1.93% |
| NAV | ₹74.66 (13 Apr 2021) |
|---|---|
| Fund Started | 24 Oct 2005 |
| Fund Size | ₹4,610 Cr |
Returns
Comparison
1. Age is more than 10 years
2. 10Y Returns are higher than the category average returns
1. Higher expense ratio - 1.93%
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
4. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 9.1% |
| Infosys Ltd. | Technology | Equity | 9.0% |
| HDFC Bank Ltd. | Financial | Equity | 8.3% |
| Axis Bank Ltd. | Financial | Equity | 4.4% |
| Bharti Airtel Ltd. | Communication | Equity | 4.2% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.1% |
| HCL Technologies Ltd. | Technology | Equity | 3.7% |
| Reliance Industries Ltd. | Energy | Equity | 3.2% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.2% |
| Ultratech Cement Ltd. | Construction | Equity | 3.0% |
Fund Managers
Aditya Birla Sun Life Focused Equity Fund Growth Details
Aditya Birla Sun Life Focused Equity Fund Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 24 Oct 2005. Mahesh Patil is the Current Fund Manager of Aditya Birla Sun Life Focused Equity Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹4,610 Cr and the Latest NAV as of 13 Apr 2021 is ₹74.66.
The Aditya Birla Sun Life Focused Equity Fund Growth is rated Very High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 1000. Exit load of 1% if redeemed within 365 days.
Investment Objective
The Scheme seeks to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential
Tax Implications
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
